Susanne Hardy Nolan - Wealth management approach

Wealth management approach

I develop personalized solutions for accumulating, protecting and transferring wealth, with a particular emphasis on providing income in retirement. I am able to assist you with the following:

Planning for retirement
Creating retirement income
Funding an education
Preparing for a major purchase
Protecting your family or income
Proper use of trusts for estate planning
Determining your net worth
Analyzing your asset allocation
Creating a legacy

My goal is my clients’ financial security and peace of mind, delivered with a high level of personalized service. My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to develop a personal plan that can help you reach your financial goals.

My process includes:

Understanding Your Financial Objectives — I begin by listening to understand you and your current situation.
Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
Developing Smart, Time-Tested Strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies, factoring in the values you hold regarding your family, health, home, lifestyle, work, legacy, mind and spirit.
Implementing Thoughtful and Creative Solutions — Next, I develop customized solutions tailored to your objectives, working with a team of experts and drawing from a wide selection of world-class products and services. In constructing client portfolios, I evaluate a client’s goals, risk tolerance, time horizon and tax situation to determine the most appropriate structure for their portfolio.
Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Liz serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.